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JPMorgan Chase
JPM

Overview Fund Activity

2,444 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 967 increasing their positions, 1,091 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
55.97%
Holding in Top 10
642
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+3.05%
% of All Funds
14.7%
New
98
Increased
967
Reduced
1,091
Closed
67
Calls
$2.45B
Puts
$3.93B
Net Calls
-$1.48B
Net Calls Change
-$220M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.02B
2
Capital International Investors
Capital International Investors
California
+$823M
3
Morgan Stanley
Morgan Stanley
New York
+$366M
4
State Street
State Street
Massachusetts
+$268M
5
Renaissance Technologies
Renaissance Technologies
New York
+$232M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$749M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$713M
3
BlackRock
BlackRock
New York
-$627M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$548M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
1851
Westbourne Investment Advisors
Maryland
$925K +$337K +2,985 +57%
PFA
1852
Paradigm Financial Advisors
Missouri
$922K +$8.12K +72 +0.9%
PCMC
1853
Paragon Capital Management (Colorado)
Colorado
$921K -$1.24K -11 -0.1%
WC
1854
Whitnell & Co
Illinois
$919K +$226 +2 +0%
HBWM
1855
Hollow Brook Wealth Management
New York
$916K -$103K -915 -10%
SCP
1856
Syntal Capital Partners
Texas
$916K -$2.37K -21 -0.3%
CPA
1857
Clear Perspective Advisors
Illinois
$907K +$30.5K +270 +3%
HA
1858
Harbor Advisors
Florida
$903K – – –
TCB
1859
Texas Capital Bancshares
Texas
$898K – – –
AAIM
1860
Asset Advisors Investment Management
Georgia
$898K +$898K +7,954 New
BCA
1861
Berman Capital Advisors
Georgia
$896K -$8.69K -77 -1%
CC
1862
Colrain Capital
Massachusetts
$891K – – –
TI
1863
Truepoint Inc
Ohio
$888K -$11.9K -105 -1%
BWP
1864
BSW Wealth Partners
Colorado
$885K +$226 +2 +0%
BCM
1865
Brookstone Capital Management
Illinois
$877K +$109K +967 +14%
MAM
1866
Morse Asset Management
Connecticut
$875K -$3.39K -30 -0.4%
TF
1867
TLWM Financial
Texas
$871K +$47.5K +421 +6%
MSS
1868
Mitchell Sinkler & Starr
Pennsylvania
$870K – – –
PWPS
1869
Pinnacle Wealth Planning Services
Ohio
$866K -$79.9K -708 -8%
MC
1870
Marcus Capital
Illinois
$865K +$50.8K +450 +6%
PCM
1871
Perritt Capital Management
Illinois
$864K – – –
LCM
1872
LVM Capital Management
Michigan
$860K +$75.2K +666 +10%
WDL
1873
Well Done LLC
Michigan
$859K – – –
FWCM
1874
First Western Capital Management
California
$857K -$53.5K -474 -6%
SP
1875
SWS Partners
Ohio
$851K +$113 +1 +0%
73 74
75
76 77